Position in O
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$73,374,579
+$7,615,013 QoQ
Shares Held
1,184,225
+10.2% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#67
of 1,452 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $75,480,913 across 2 REIT - Retail names. O ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
1,184,225 | $73,374,579 | |
| 2 | SPG |
Simon Property Group Inc.
|
9,418 | $2,106,334 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,374,579 | 1,184,225 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $65,759,566 | 1,074,854 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $57,185,389 | 1,014,465 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $26,174,712 | 430,576 | Shares | Defined | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||